Remote Mid-Market Solutions Engineer — SaaS/FinTech

Wealthbox; USA; Remote; USD 110.000 - 150.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Comprehensive health plan

401k plan

Paid time off

Zusammenfassung

Wealthbox, a leading CRM for financial advisors, seeks a Mid-Market Solutions Engineer to partner with Account Executives on high-volume mid-market deals. You will conduct technical discovery, matching advisors’ workflows to Wealthbox capabilities and guiding trials with compelling value-based demonstrations.

You’ll build scalable, repeatable demo approaches while collaborating with Product, Onboarding, and Marketing to ensure a smooth transition from deal to implementation in a fast-growing,

Qualifikationen

• 2–3+ years in solutions/sales engineering or similar customer-facing technical role
• Strong coachability and active-listening skills
• Clear, confident communication and ability to handle technical objections
• Familiarity with Claude to move quickly across many deals
• Exposure to CRMs, WealthTech, or FinTech is a plus

Aufgaben

• Partner with Account Executives to support a high volume of mid-market deals with tailored demos and technical guidance
• Run technical discovery to understand each advisor’s workflow and map it to Wealthbox’s capabilities
• Field integration and workflow questions and support trials and proofs of concept
• Deliver custom demos that lead with value and the impact on a firm’s day-to-day
• Build a library of repeatable answers and demo approaches that scale across the segment
• Partner cross-functionally with Product, Onboarding, and Marketing to share insights and hand deals off smoothly to onboarding

Kenntnisse

Solutions engineering

Coachability

Communication

Learning mindset

Claude proficiency

CRM/FinTech exposure

Tools

Claude

CRM systems

Jobbeschreibung

Wealthbox, a leading CRM for financial advisors, seeks a Mid-Market Solutions Engineer to partner with Account Executives on high-volume mid-market deals. You will conduct technical discovery, matching advisors’ workflows to Wealthbox capabilities and guiding trials with compelling value-based demonstrations.

You’ll build scalable, repeatable demo approaches while collaborating with Product, Onboarding, and Marketing to ensure a smooth transition from deal to implementation in a fast-growing,